DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SUSA

ISHARES ESG OPTIMIZED MSCI U

566 institutions still hold ISHARES ESG OPTIMIZED MSCI U as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464288802·Exchange Traded Fund·566 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$1.6B
visible holders
Holders
566
filers reporting
Concentration
13.95%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

566 institutions reported SUSA in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 13.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$222M1.4M0.01%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$182M1.2M0.01%Q2 2026
03
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$117M840K0.07%Q4 2025
04
ROYAL BANK OF CANADA
CIK 0001000275
$103M669K0.02%Q2 2026
05
SPINNAKER TRUST
CIK 0001158970
$87M566K4.24%Q2 2026
06
M&T BANK CORP
CIK 0000036270
$87M563K0.25%Q2 2026
07
IMA Advisory Services, Inc.
CIK 0001455495
$81M524K5.06%Q2 2026
08
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$78M506K0.10%Q2 2026
09
BlackRock, Inc.
CIK 0002012383
$74M482K0.00%Q2 2026
10
AMERIPRISE FINANCIAL INC
CIK 0000820027
$74M480K0.01%Q2 2026
11
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$67M435K0.82%Q2 2026
12
WELLS FARGO & COMPANY/MN
CIK 0000072971
$60M391K0.01%Q2 2026
13
Acorns Advisers, LLC
CIK 0001701879
$60M451K0.44%Q1 2026
14
JPMORGAN CHASE & CO
CIK 0000019617
$58M381K0.00%Q2 2026
15
UBS Group AG
CIK 0001610520
$52M336K0.01%Q2 2026
16
Shira Ridge Wealth Management
CIK 0001961210
$44M288K15.51%Q2 2026
17
LPL Financial LLC
CIK 0001403438
$43M281K0.01%Q2 2026
18
Betterment LLC
CIK 0001633901
$37M280K0.07%Q1 2026
19
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$36M230K0.01%Q2 2026
20
Baird Financial Group, Inc.
CIK 0001648711
$30M193K0.04%Q2 2026
Page 1 of 29
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Insiders at ISHARES ESG OPTIMIZED MSCI U
Merchant Charles H